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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Marie Wilkins is a financial advisor with Fidelity Personal And Workplace Advisors. Alexis has been working in the financial industry since May 2015. Alexis is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor with the state of North Carolina. Alexis has passed the Series 63, Series 66 and Series 7 exams. Alexis works with a variety of clients including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Alexis provides financial planning, educational seminars, portfolio management for individuals and businesses and helps clients select other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
07/30/2021 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
07/15/2016 - 04/27/2018
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 07/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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